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Manufacturers race to install humanoid robots on factory floors

Financial Times Companies •
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Manufacturers are accelerating the deployment of humanoid robots on assembly lines, betting that flexible, AI‑driven machines can handle tasks from welding to quality inspection. The technology promises to cut labor costs and boost throughput, but unions warn that workers facing displacement may lack viable retraining pathways. Companies argue the shift is essential to stay competitive.

In Japan, firms such as Toyota and Fanuc have already integrated dozens of bipedal units, citing a 20% rise in line efficiency during pilot runs. The move follows a broader AI surge that has already reshaped design software and supply‑chain analytics, suggesting that physical production is the next frontier for digital disruption.

Investors are watching the rollout closely, as capital spending on robotics climbs toward $2 billion this year, according to industry surveys. Firms that master the blend of human oversight and autonomous execution stand to capture market share, while laggards risk eroding margins as competitors slash costs with machines that never tire.

Regulators in the EU are already drafting guidelines to ensure safety and data privacy for collaborative robots, hinting that compliance costs could temper the speed of adoption. Companies will need to allocate resources for staff training and cyber‑risk assessments to meet the new standards. Nonetheless, the momentum behind humanoid automation appears unstoppable.